etf overlap tool · little overlap
XLE vs VUAA overlap
99.8% of XLE's money sits in companies VUAA also holds; 3.4% of the two funds is the same money, spread over 21 companies both hold.
Holdings as of September 30, 2026 · source: SPDR (XLE), Vanguard (VUAA) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold XLE and VUAA with other funds or stocks? The free portfolio optimizer opens XLE and VUAA beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
What only one of them gives you
AMZNAmazon.com Inc3.70%Where each fund puts its money
XLE and VUAA: what people ask
How much do XLE and VUAA overlap?
3.4% by weight, as of September 30, 2026: little overlap. 21 companies appear in both funds; they make up 99.8% of XLE and 3.4% of VUAA.
Which stocks do XLE and VUAA both hold?
The largest shared positions are XOM, CVX, COP, VLO and MPC. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both XLE and VUAA?
Out of every $100 split evenly between them, about $3 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1 names only in XLE, 482 only in VUAA. Half in each behaves like 28 equally weighted stocks, against 9 for XLE alone and 43 for VUAA alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
What is VUAA, next to XLE?
VUAA is Vanguard S&P 500 UCITS ETF (USD) Accumulating (ISIN IE00BFMXXD54), an Irish-domiciled UCITS fund on the S&P 500 index. Next to XLE, 3.4% of the money is the same, spread over 21 companies both hold, as of September 30, 2026.
Does the XLE vs VUAA overlap apply to other tickers?
Yes. VUAA also trades as VUAG (London, GBP), and VUSA (ISIN IE00B3XXRP09) is its distributing share class. Each is the same portfolio in another currency, on another exchange or paying its dividends out, so XLE vs VUAG also overlaps 3.4%.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files SPDR and Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.